WealthPLAN Partners’s SPDR S&P Regional Banking ETF KRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-830
| Closed | -$33.9K | – | 754 |
|
|
2023
Q2 | $33.9K | Hold |
830
| – | – | ﹤0.01% | 577 |
|
|
2023
Q1 | $36.4K | Buy |
+830
| New | +$36.4K | ﹤0.01% | 615 |
|
|
2017
Q2 | – | Sell |
-1,230
| Closed | -$65.3K | – | 318 |
|
|
2017
Q1 | $65.3K | Buy |
+1,230
| New | +$65.3K | 0.23% | 85 |
|
|
2016
Q3 | $175K | Sell |
4,132
-4,128
| -50% | -$175K | 0.06% | 158 |
|
|
2016
Q2 | $159K | Buy |
+8,260
| New | +$159K | 0.02% | 457 |
|
|
2015
Q4 | $152K | Buy |
+10,890
| New | +$152K | 0.02% | 317 |
|
|
2015
Q2 | $160K | Buy |
3,630
+590
| +19% | +$26K | 0.07% | 99 |
|
|
2015
Q1 | $124K | Buy |
+3,040
| New | +$124K | 0.06% | 155 |
|